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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Refine your AI-generated charts with suggested prompts
October 22, 2025 Analyze data now includes suggested prompts to help you further refine and explore your data through AI-generated charts. After creating a chart using the analyze data AI tool, you’ll automatically see three contextual suggestions in the analyze data panel, sharing ideas to help you adjust visuals, surface…
Help Article updates October 2025
Hello Community, We’ve published new videos on these topics: How to use columns in Insert, delete, or rename columns How to use timeline view in Introduction to timeline view Widget types in dashboards in Widgets for Smartsheet dashboards To view the entire catalog of help articles, visit the Help and Learning Center. Were…
Metrics Widget Formatting Issue
Hello, I have created several sheets and reports to be able to live track my progress in a teacher training program. I used a Metric widget to pull the remaining hours from my sheet into a dashboard which works beautifully in the desktop version, but when I look at the mobile version, the formatting is all messed up. I've…
Transparent Background for PNG on the Dashboard?
Adding a PNG to the dashboard does not preserve the transparent background, it just gives it a white background. In comparison, when adding the same PNG file to a form, the transparent background is preserved. My searches have not yielded an answer about PNG transparent backgrounds not being preserved on the dashboard. Is…
Burndown Chart
Hi Everyone, I have a question about how to drive a burndown report in a Project summary: I've built a burndown sheet that contains the Application Name, Baseline Finish, and Actual Finish dates. (Those three columns are linked to other project schedule sheets.) I've also built a Cutover Date column that lists every…
Custom colors and themses for dashboards in Smartsheet Gov
I contacted Smartsheet support and they suggested I post here because dashboard custom themes and colors are not yet available in the Gov platform. Our organization would like our branded colors to be used in our dashboards and we have the specs so it's frustrating this feature is not available. It would add to the…
Custom colors and themses for dashboards in Smartsheet Gov
I contacted Smartsheet support and they suggested I post here because dashboard custom themes and colors are not yet available in the Gov platform. Our organization would like our branded colors to be used in our dashboards and we have the specs so it's frustrating this feature is not available. It would add to the…
How to generate a chart like this?
Does anyone know how to generate a chart like the one in the picture in Smartsheet? We want to show planned hours vs worked hours by month by team. Thanks!
Why does my stacked bar show 120%?
Switching Rows and Columns for Reports
I have a sheet that has about 90 columns, but it might only have 12 rows. It would be easier to review reports if I could flip the columns/rows on the report and/or dashboard. Is there any way to do this? Even something using other views.
Chart generated using AI "Analyze data" function won't display on dashboard - how to fix?
I have an sheet that lists all of the projects for our department and one of the fields is called "Roles Involved" - it is a Dropdown list where users can select multiple values but entry is restricted to the list values. Using the AI "Analyze data" function I created a bar chart that counts the number of projects for each…
Smartsheet as a Data Connector
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.
Smartsheet "Tabs" within a Teams Channel
Hi all, When adding the Smartsheet tab within my Teams Channel, under About, it says: Add Smartsheet sheets, dashboards, and reports as Tabs in a Team channel, so teams can collaborate with a shared view of work. However, only Reports and Sheets are showing up as options. All of the Dashboards I have created are not…
Dynamic View Not Allowing Temporary Sort
I have a dynamic view that is pulling from a report that contains two source sheets and does not have any default sorting. When I try to temporarily sort the DV by date, it loads and refreshes as if it is sorting the data, but nothing gets sorted. All of my columns in the DV are behaving this way. What is going on?
Summary sheet values don't update in dashboard without entering source sheet?
I have a sheet summary report on a dashboard and oftentimes the values will not update unless I go into the source sheet and manually save the updates. For example, the WEEK TIME OFF value often will not update week-to-week unless I go into that contact's sheet and save. I have tried adding a daily Chron automation…
Is there a way to update scaling on Smartsheet Dashboard graphs?
Hi, I'm having an issue where the graphs in the dashboard are auto scaling to the numbers in the table. I was hoping to get a scale of 100 for each of my graphs on my dashboard but there's seem to be no way to update this. Would anyone know how to update this?
Summary filed in sheet
Hi Team, I want to display the total amount below into dashboard And I guess I need to use below "sheet summary " , not sure how to get the total amount into the sheet summary Looking for ward to your reply, thanks in advance
Ways to avoid 25000000 formula cell reference limit
We have a sheet that we use for time tracking for some of our projects. We have about a dozen people supporting projects and they may log their time multiple times a day. I have a SUMIFS formula that adds the duration for each client project. Formula: =SUMIFS(Duration:Duration, [Client ID]:[Client ID], [Client ID]@row ) I…
Graphs on a Dashboard - Data selection and display
I am working on a dashboard that shows graphs from a constantly updating subset of data. Data is pushed from Snowflake into Smartsheet via a python script. Ive had trouble creating graphs on my dashboard due to the fact that I cannot select columns as a data set since my dataset grows and shrinks (Graphs only let me select…
User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
Post most recent comment to dashboard
I have a project tracking sheet that is updated weekly with the most recent updates for project progress, issues/concerns, barriers requiring intervention and next steps. How can I display only the most recent updates for these 4 columns in a dashboard?
Creating Charts from Checkboxes
I have a tracker that automatically checks a box if something has to be paid in a certain month (based on a separate date column). I'd like to create a bar chart on the dashboard to summarize the money due each month, but it won't allow me to select the checkboxes as a source on the bar chart. My workaround was to create…

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